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Personal Financial Planner (PFP®)

A PFP® OFFERS MORE

  • Proven strategies on how to best serve your clients' individual needs through financial planning.
  • Comprehensive knowledge of the Canadian financial planning and advice space.
  • Effective approaches to establish deeper client relationships built upon trust, credibility and superior performance.

WHAT YOU WILL LEARN

How to develop more robust financial plans by effectively managing all aspects of a client's financial situation including: insurance, investments, retirement, estate planning and tax strategy. Practical 'how-to' approaches to collaborate with other industry experts to create a more comprehensive financial planning strategy. How to improve and maximize your client relationships.

The PFP®: Leading Industry Standard

Since 2010, over 4300 Personal Financial Planner designations have been awarded to industry leading financial planning professionals.  Accredited by the American National Standards Institute to ISO 17024, which acknowledges meeting global standards for certifications, CSI ensures PFP professionals meet the highest standards of competence and professionalism.

The PFP® is a comprehensive financial planning designation that is flexible and accessible. Course and certification exams can be written any time of the year. There are tailored education paths for securities, mutual fund, insurance and banking professionals, and students can achieve interim certificates while they work towards completing the PFP designation.

The PFP® Professional Competency Profile is the foundational document for the Personal Financial Planner (PFP®) designation that describes the required competencies (i.e., the knowledge, skills and abilities) of professionals awarded the designation. The Competency Profile is the defining resource for what a financial planner can and should do in practice. As such, it is used to set the requirements for the pre-requisite education programs, the work experience component, the Applied Financial Planning Certification Examination and for continuing education requirements. The Competency Profile was updated in June 2017.

For more information about certification requirements for the Personal Financial Planner (PFP®) designation and to access investor information, connect to the PFP® designation website.

Due to Quebec provincial regulations, individuals representing themselves to the public as a financial planner must hold the Pl. Fin. designation. Therefore the PFP designation cannot be used in Quebec for this purpose. If you are interested in becoming certified as a financial planner in the Province of Quebec, please click here to review CSI’s financial planning program for the Province of Quebec.

Click here if you are you a CFP holder and looking for advanced standing to earn the PFP designation.

WHY BECOME A PFP®?

In addition to qualifying you to develop and manage comprehensive financial plans for your clients, your PFP® designation provides you with the following benefits:

  • National promotion and advertising campaigns that create awareness of the PFP® designation, including opportunities to be featured
  • You will be listed in the PFP® Directory, which helps clients find you and verify your credentials
  • Access to:
  • PFP® trademark designation letters:
    the right to use in marketing materials to promote your credentials
  • PFP® Portal login:
    unlock online resources, publications and customizable marketing materials to help you build your practice
    • PFP® LinkedIn Membership Network:
      Access to the member’s only PFP networking group on LinkedIn
  • Exclusive webinars:
    stay on top of the latest industry topics
  • Advanced standing into Dalhousie's MBA in Financial Services
    PFP® designation holders in good standing are eligible to receive credit for up to 3 MBA courses. Learn more about Dalhousie's MBA in Financial Services.
  • Discounted CE Packages – exclusively for designation holders
    Access to exclusive Professional Development CE packages to help you complete your CE requirements at a discounted rate. The offer is only available when you renew your designation.